Financial Planning Administrator at Kontak Recruitment

• If numbers are your language, detail is your default setting, and you want to build a career in cross-border financial services without the commute, this could be the opportunity you have been looking for. A fast-growing, internationally regulated financial advisory practice operating across the UK, South Africa, and the US is expanding its remote team and looking for a sharp, numerically strong administrator to join the business in a high-trust, high-visibility role.
• This is not a back-row, process-and-forget position. The business manages close to R1 billion in assets and is growing fast. The person stepping into this role will work directly alongside the Founder on a daily basis, keeping a complex, multi-jurisdictional operation running cleanly and accurately across a range of specialist platforms and compliance frameworks.

What's in it for you

• Fully remote and permanent role with real flexibility in how you structure your day
• Direct exposure to cross-border financial planning across UK, South African, and US regulatory environments
• Work on a genuinely growing book of business, currently close to R1 billion under management and climbing
• Structured onboarding and platform training provided from day one, including Intelliflo, FE Analytics, and investment platforms
• A clear runway to grow within the business as the team scales
• Daily engagement with the Founder, meaning your contributions are seen and valued immediately
• No two days look the same as the portfolio, the clients, and the complexity keep growing

Minimum Requirements

• Experience in a financial services environment in an administrative, operations, or finance function
• Strong numerical ability and comfort working with spreadsheets, calculations, and fund-related data
• High attention to detail and the confidence to critically review AI-generated content and catch errors before they reach a client
• Reliable, high-speed fibre internet connection with a secure, private home working environment
• A laptop or computer capable of running multiple platforms and supporting video calls simultaneously
• Willingness to be available during UK business hours for calls, provider liaison, and daily video check-ins
• Ability to comply with strict data security and confidentiality protocols when handling sensitive client information
• A qualification in finance, accounting, or a related field is advantageous
• CFP designation or progress toward it is a bonus but not required
• UK financial planning experience is helpful but not expected as full training will be provided

Key Responsibilities

• Log into the back-office system (Intelliflo) daily to review, prioritise, and action the task list
• Maintain accurate, compliant client records including all transactions, notes, and regulatory documentation on Intelliflo
• Complete initial and ongoing training through the Intelliflo online academy and other platform-specific resources
• Pull compliance documentation from multiple investment platforms to support transactions and annual client reviews
• Build and maintain new client onboarding files on Intelliflo from end to end
• Execute trades, fund switches, contributions, and withdrawals on investment platforms with precision
• Pull and prepare reports from FE Analytics and other platforms to support the advisory process
• Liaise with UK providers, custodians, and third parties via phone and email in a professional and timely manner
• Support the Founder on video calls throughout the day to align on priorities and work through client-related tasks
• Handle all client data with strict confidentiality and discretion befitting a high-net-worth client base
• Identify opportunities to improve processes and contribute to a more efficient operation as the business scales
• Assist with the future onboarding of additional team members as the practice continues to grow